AWE
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Avidian Wealth Enterprises’s Carrier Global CARR Stock Holding History

Avidian Wealth Enterprises’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$256K Buy
4,674
+3
+0.1% +$186 0.01% 653
2026
Q2 		$343K Buy
4,671
+476
+11% +$31.1K 0.01% 562
2026
Q1 		$236K Buy
4,195
+46
+1% +$2.72K 0.01% 602
2025
Q4 		$219K Sell
4,149
-264
-6% -$14.7K 0.01% 542
2025
Q3 		$263K Buy
4,413
+672
+18% +$45.7K 0.01% 496
2025
Q2 		$274K Buy
+3,741
New +$254K 0.01% 457
2024
Q4 		– Sell
-2,550
Closed -$205K – 511
2024
Q3 		$205K Buy
+2,550
New +$178K 0.01% 476
2023
Q2 		– Sell
-9,114
Closed -$417K – 419
2023
Q1 		$417K Buy
9,114
+911
+11% +$40.8K 0.02% 326
2022
Q4 		$338K Buy
+8,203
New +$333K 0.02% 337

Other funds holding CARR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Avidian Wealth Enterprises's CARR Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Carrier Global (CARR) stake by 0.06% in Q3 2026, buying an estimated $186 and bringing the position to 4,674 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #653.

Avidian Wealth Enterprises first reported a position in CARR in Q4 2022 and has held it in 9 quarters since. The position peaked at $417K in Q1 2023. 55 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Avidian Wealth Enterprises held 4,674 shares of Carrier Global worth $256K as of Q3 2026.
  • Avidian Wealth Enterprises bought 3 Carrier Global shares in Q3 2026, an estimated $186.
  • Carrier Global made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #653 holding.
  • Avidian Wealth Enterprises first reported a position in Carrier Global in Q4 2022 and has held it in 9 quarters since.
  • Avidian Wealth Enterprises's Carrier Global position peaked at $417K in Q1 2023.
  • 55 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.